Supermicro (SMCI) announced full production of Nvidia's (NVDA) Blackwell Rack-Scale Solutions with NVIDIA HGX B200. The company plans to provide a 2Q business update on Feb. 11. Meanwhile, NVDA rallies as AMD and Alphabet (GOOGL) shares slide after earnings. Kevin Hincks has example options trades in SMCI and NVDA.
05 Feb 2025
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